Cocktail Investing
Cocktail Investing takes a look at investing in a catalyst-driven light to form a more cohesive, globally relevant investing lens. With a focus on the intersection of economics, demographics, psychographics, technology, and policy, this book helps readers build a more profitable portfolio based on what they see every day rather than following the herd on Wall Street. This book provides an off switch, helping readers apply an automatic mental filter to the incoming cacophony, to filter out only what they can use for smarter money moves. Modern investing requires a whole new approach, and Cocktail Investing is a clear, insightful guide for putting it into action.
Cocktail Investing will help you:
Filter out useless and misleading data
Recognize "go" signals, and identifying the beneficiaries
Identify cyclical and structural changes that have reshaped business models
Read through the headlines and know where to look to see where economics, demographics, psychographics, technologies, and public policies are creating clear "investible signals"
Know when, where, and how to use those signals in your portfolio
Monitor and grow your portfolio, keeping up with the latest information and trends for a lifetime of successful investing
This book shows you how to make top shelf investments such as:
Tectonic shifts in populations, income levels, and age distributions across the globe that are fermenting new opportunities
A looming retirement crisis due to increasing life expectancy and an aging population where too many have saved too little
A rapidly growing middle class in emerging markets and a shrinking middle class in developing economies
The rising standards of living across the globe, leading to unprecedented demand for already limited and in some cases scarce resources
Rapidly evolving technologies affecting everything about how, where, and when we work, play, and interact with each other
Cyber attacks, hacks, and identity theft spurred on by the increasingly digital and connected lifestyle
Physical currencies that are increasingly being replaced by digital and mobile payments, and even cryptocurrencies, threatening the privacy of cash, and introducing enormous new opportunities for theft
Large companies in industries that barely existed more than a decade ago that are in the process of disrupting the way we do almost everything in our day-to-day lives
Table of Contents
Preface
Acknowledgments
Chapter 1: Money
Chapter 2: Getting Started
Chapter 3: The Economy versus the Markets
Chapter 4: Read the Economy Like a Pro
Chapter 5: The Impact of Politics and Regulation on Investing
Chapter 6: Enabling and Disruptive Technologies
Chapter 7: Profiting from Pain
Chapter 8: Cocktail Thematic Investing
Chapter 9: Designing Your Portfolio
Chapter 10: Choosing Your Investments
Chapter 11: Building the Portfolio
Appendix: Definitions, Metrics, and Resources
About the Authors